Configure dashboard filter
As a supervisor, you have the option to display relevant metrics associated with an agent, a queue, or an agent group. Adding filters to your dashboard allows you to customize the 8x8 Supervisor Workspace and only display information suitable to your needs. The available filters include:
- Agent: The Agent criteria allows you to search and select agents from the list. Applying this filter displays relevant information in the applicable widgets for the selected agents.
- Queue: The Queue criteria allows you to search and select queues from the list. Applying this filter displays relevant information in the applicable widgets for the selected queues.
- Agent Group: The Agent Group criteria allows you to select an agent group from the list. Applying this filter displays relevant information in the applicable widgets for the selected groups.
To apply filters to your dashboard:
-
Click
to display the filter bar.
- You can click
any time to hide the filter bar.
- When the filter is active, the Filter icon changes from
to
.
- You can click
-
Choose a filter option from the list.
- Select the Agent drop-down list to filter by agents. You can search for agents and specify whether to include or exclude an agent from your filter options.
- Select the Queue drop-down list to filter by queues. You can search for queues and specify whether to include or exclude a queue from your filter options.
- Select the Agent Group drop-down list to filter by agent groups. You can specify whether to include or exclude an agent group from your filter options.
- Select the Agent drop-down list to filter by agents. You can search for agents and specify whether to include or exclude an agent from your filter options.
-
Review your selection.
- Click Apply from the filter tab to register your selections.
The dashboard is updated with your selected filters.
Note: You can add a previously-removed filter option by clicking Add criteria and selecting it from the available options.